Civic Intelligence

Housing Benefits Plan C/O John Pope Housing Solutions Alliance

990 • Fiscal year 2017 • EIN 62-1217327

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

Organization ProfileN/A

View Organization Page

8610 King George DriveDallas, TX 75235

(800) 288-7623

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

83rd percentile

0.35x

Higher debt load relative to assets than 83% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.26x

Higher debt load relative to revenue than 82% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

22nd percentile

-4.1%

Higher net margin than 22% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Asset Growth

22nd percentile

-3.7%

Faster asset growth than 22% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

8.4%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$17,309,634

Down $671,959 (-3.7%) from 2016

Net Assets

Down

$11,317,737

Down $985,524 (-8.0%) from 2016

Liabilities

Up

$5,991,897

Up $313,565 (+5.5%) from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin22nd percentile

Revenue

Up

$22,722,459

Up $1,756,649 (+8.4%) from 2016

Expenses

Up

$23,660,886

Up $2,247,029 (+10%) from 2016

Net Income

Down

-$938,427

Down $490,380 (-109%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2010: $8,966,221Liabilities 2010: $3,873,101Net Assets 2010: $5,093,1202010Assets 2011: $11,422,611Liabilities 2011: $3,823,985Net Assets 2011: $7,598,6262011Assets 2012: $14,457,368Liabilities 2012: $3,476,748Net Assets 2012: $10,980,6202012Assets 2013: $16,438,808Liabilities 2013: $3,321,955Net Assets 2013: $13,116,8532013Assets 2014: $18,051,264Liabilities 2014: $3,720,514Net Assets 2014: $14,330,7502014Assets 2015: $17,589,848Liabilities 2015: $4,803,304Net Assets 2015: $12,786,5442015Assets 2016: $17,981,593Liabilities 2016: $5,678,332Net Assets 2016: $12,303,2612016Assets 2017: $17,309,634Liabilities 2017: $5,991,897Net Assets 2017: $11,317,7372017Assets 2018: $16,562,594Liabilities 2018: $3,731,711Net Assets 2018: $12,830,8832018Assets 2019: $16,156,400Liabilities 2019: $1,704,347Net Assets 2019: $14,452,0532019Assets 2020: $17,546,746Liabilities 2020: $1,911,948Net Assets 2020: $15,634,7982020Assets 2021: $17,278,471Liabilities 2021: $1,780,099Net Assets 2021: $15,498,3722021Assets 2022: $17,584,880Liabilities 2022: $3,963,763Net Assets 2022: $13,621,1172022Assets 2023: $16,552,145Liabilities 2023: $2,290,200Net Assets 2023: $14,261,9452023Assets 2024: $17,010,522Liabilities 2024: $2,228,052Net Assets 2024: $14,782,4702024

Highlighted filing

2017

Assets$17,309,634
Liabilities$5,991,897
Net Assets$11,317,737
Open 2017 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $11,800,7562010Expenses 2011: $12,058,5582011Revenue 2012: $13,732,750Expenses 2012: $10,267,481Net Income 2012: $3,465,2692012Revenue 2013: $13,657,197Expenses 2013: $11,369,434Net Income 2013: $2,287,7632013Revenue 2014: $13,783,241Expenses 2014: $12,432,834Net Income 2014: $1,350,4072014Revenue 2015: $15,954,246Expenses 2015: $17,394,945Net Income 2015: -$1,440,6992015Revenue 2016: $20,965,810Expenses 2016: $21,413,857Net Income 2016: -$448,0472016Revenue 2017: $22,722,459Expenses 2017: $23,660,886Net Income 2017: -$938,4272017Revenue 2018: $25,329,527Expenses 2018: $23,866,221Net Income 2018: $1,463,3062018Revenue 2019: $24,519,357Expenses 2019: $23,049,449Net Income 2019: $1,469,9082019Revenue 2020: $20,954,949Expenses 2020: $19,830,288Net Income 2020: $1,124,6612020Revenue 2021: $20,926,607Expenses 2021: $20,923,656Net Income 2021: $2,9512021Revenue 2022: $20,610,908Expenses 2022: $21,677,821Net Income 2022: -$1,066,9132022Revenue 2023: $22,465,752Expenses 2023: $22,418,447Net Income 2023: $47,3052023Revenue 2024: $23,957,250Expenses 2024: $23,909,281Net Income 2024: $47,9692024

Highlighted filing

2017

Revenue$22,722,459
Expenses$23,660,886
Net Income-$938,427
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$22,722,459
Mission and Program Overview

Mission

The purpose of the plan shall be to provide medical and other benefits permissable under section 501(c)(9) of the internal revenue code of 1986, as amended ("code") to those employees (and their dependents and beneficiaries) of member local housing authorities, redevelopment agencies and of the plan ("employer") which voluntarily elect to participate in the plan.

Provide health benefits, life insurance coverage, long-term disability benefits, vision care and death benefits to participants, their beneficiaries and covered dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$15,844,184$15,344,133▼ $500,051
Rtn Earn Endowment Incm Other Fnds$12,303,261$11,317,737▼ $985,524
Accounts Receivable$885,652$1,553,159▲ $667,507
Savings and Temporary Cash Investments$1,226,240$379,725▼ $846,515
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$17,981,593$17,309,634▼ $671,959
Other Assets Total$25,517$32,617▲ $7,100
Liabilities
Other Liabilities$1,419,381$2,129,667▲ $710,286
Deferred Revenue$1,905,427$2,104,595▲ $199,168
Accounts Payable and Accrued Expenses$2,353,524$1,757,635▼ $595,889
Total Liabilities$5,678,332$5,991,897▲ $313,565
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,303,261$11,317,737▼ $985,524
Total Liabilities and Net Assets / Fund Balance$17,981,593$17,309,634▼ $671,959

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,348,817--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
L Thomas RoweBoard Chair
Shaundra ClarkBoard Vice-chair
Belinda SnowBoard Member
Bob RorahBoard Member
Burnetta SmithBoard Member
Ebby GreenBoard Member
Jacob OglesbyBoard Member
Michael P SweetBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Professional Benefits AdministratorsAdministrationPO BOX 4687, Oak Brook, IL 60522$759,282
Blue Cross Blue Shield Of IllinoisAdministration300 EAST RANDOLPH STREET, Chicago, IL 60601$258,594
Gallagher Benefit Services INCAdministration6701 HIGHWAY BLVD 212, Katy, TX 77494$115,900
Housing Solutions AllianceAdministrationPO BOX 541628, Dallas, TX 75354$102,120
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$22,520,024
Investment Income
$202,435
Other Revenue
$0
Change in Net Assets
$-938,427

Audited Revenue Reconciliation

Revenue per Audited Statements
$22,687,932
Revenue Not Reported on Financial Statements
$34,527
Revenue Not Reported on Form 990
$-47,097
Total Revenue per Audited Statements
$22,640,835
Total Revenue per Form 990
$22,722,459
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$23,660,886
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$90,654
Fees for Services Accounting---$83,000
Conferences and Meetings---$61,456
Fees for Service Investment Mgmnt Fees---$34,527
Other Expenses---$20,000
Fees for Services Legal---$15,313
All Other Expenses---$14,269
Insurance---$11,830
Advertising---$5,695
Interest---$162
Total Functional Expenses$0$0$0$23,660,886

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$23,660,886
Expenses per Audited Statements$22,702,319
Total Expenses per Audited Statements$22,702,319
Expenses Not Reported on Financial Statements$958,567
Other Expense Adjustments$924,040
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reserve for Claims Incurred But Not Reported$2,129,667
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization delegates 3rd party claims administration duties to: mercer administration 2610 northgate drive iowa city, iowa 52245 mercer's duties include: billings, premium collections, and claim payments.”

Form 990, Part VI, Section A, Line 7A

“Board members are appointed by the presidents of serc-nahro and swrc-nahro, subject to confirmation by a majority of the members of the executive committees of the serc & swrc nahro organizations.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the board chair and other members of the audit committee before the final copy is filed.”

Form 990, Part VI, Section C, Line 19

“The organization makes its documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Housing Benefits Plan
EIN
62-1217327
Phone
8002887623
Address
8610 KING GEORGE DRIVE, DALLAS, TX 75235

Signing Officer

Name
L Thomas Rowe
Title
Board Chair
Phone
8002887623
Signed
2018-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
L Thomas Rowe
Formed
1984
Legal Domicile
Ga
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Warren Averett LLC
Address
SIX CONCOURSE PARKWAY SUITE 600, ATLANTA, GA 30328
Preparer
M Susan Hill
Phone
7703961100
Supplemental Narrative

Financial Statement Notes

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligation 924,040.”

Raw XML AppendixShowing 400 of 430 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0PROVIDE HEALTH BENEFITS, LIFE INSURANCE COVERAGE, LONG-TERM DISABILITY BENEFITS, VISION CARE AND DEATH BENEFITS TO PARTICIPANTS, THEIR BENEFICIARIES AND COVERED DEPENDENTS.
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IRS990/OtherExpensesGrp/TotalAmt2848239
IRS990/OtherExpensesGrp/TotalAmt320000
IRS990/OtherLiabilitiesGrp/BOYAmt01419381
IRS990/OtherLiabilitiesGrp/EOYAmt02129667
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0L THOMAS ROWE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0524292
IRS990/ProgramServiceRevenueGrp/BusinessCd1524292
IRS990/ProgramServiceRevenueGrp/BusinessCd2524292
IRS990/ProgramServiceRevenueGrp/BusinessCd3524292
IRS990/ProgramServiceRevenueGrp/BusinessCd4524292
IRS990/ProgramServiceRevenueGrp/Desc0PREMIUM INCOME
IRS990/ProgramServiceRevenueGrp/Desc1PREMIUM INCOME DENTAL
IRS990/ProgramServiceRevenueGrp/Desc2PREMIUM INCOME LTD
IRS990/ProgramServiceRevenueGrp/Desc3PREMIUM VISION INCOME
IRS990/ProgramServiceRevenueGrp/Desc4PREMIUM INCOME LIFE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt021610961
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1613782
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2117358
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3106830
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt471093
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt021610961
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1613782
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2117358
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3106830
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt471093
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0156835
IRS990/PYOtherExpensesAmt021413857
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt020808975
IRS990/PYRevenuesLessExpensesAmt0-448047
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt021413857
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt020965810
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-938427
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt012303261
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt011317737
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01226240
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0379725
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0958567
IRS990ScheduleD/ExpensesSubtotalAmt022702319
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt034527
IRS990ScheduleD/InvestmentExpensesNotIncldAmt034527
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-47097
IRS990ScheduleD/OtherExpensesNotIncludedAmt0924040
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02129667
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESERVE FOR CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt011995316
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt13348817
IRS990ScheduleD/OtherSecuritiesGrp/Desc0AGENCY BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt0-47097
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt034527
IRS990ScheduleD/RevenueSubtotalAmt022687932
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN BENEFIT OBLIGATION 924,040.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt015344133
IRS990ScheduleD/TotalExpensesPerForm990Amt023660886
IRS990ScheduleD/TotalLiabilityAmt02129667
IRS990ScheduleD/TotalRevenuePerForm990Amt022722459
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt022640835
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt022702319
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATES 3RD PARTY CLAIMS ADMINISTRATION DUTIES TO: MERCER ADMINISTRATION 2610 NORTHGATE DRIVE IOWA CITY, IOWA 52245 MERCER'S DUTIES INCLUDE: BILLINGS, PREMIUM COLLECTIONS, AND CLAIM PAYMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE APPOINTED BY THE PRESIDENTS OF SERC-NAHRO AND SWRC-NAHRO, SUBJECT TO CONFIRMATION BY A MAJORITY OF THE MEMBERS OF THE EXECUTIVE COMMITTEES OF THE SERC & SWRC NAHRO ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE BOARD CHAIR AND OTHER MEMBERS OF THE AUDIT COMMITTEE BEFORE THE FINAL COPY IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SOUTHWEST REGIONAL COUNCIL OF NAHRO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SOUTHEAST REGIONAL COUNCIL OF NAHRO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0521610151
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1521629630
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501 (C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TRAINING AND EDUCATIONAL ACTIVITIES FOR PHA'S
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TRAINING AND EDUCATIONAL ACTIVITIES FOR PHA'S
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt19
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02375 RODGERS ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1P O BOX 220
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OLNEY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1FORT MILL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd076374
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd129716
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt017981593
IRS990/TotalAssetsEOYAmt017309634
IRS990/TotalAssetsGrp/BOYAmt017981593
IRS990/TotalAssetsGrp/EOYAmt017309634
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt023660886
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05678332
IRS990/TotalLiabilitiesEOYAmt05991897
IRS990/TotalLiabilitiesGrp/BOYAmt05678332
IRS990/TotalLiabilitiesGrp/EOYAmt05991897
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012303261
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011317737
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt022520024
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022722459
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt022722459
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt017981593
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt017309634
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08610 KING GEORGE DRIVE
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075235
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0L THOMAS ROWE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08002887623
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,309,634
Liabilities
$5,991,897
Net assets
$11,317,737
Revenue
$22,722,459
Expenses
$23,660,886
Net income
-$938,427
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$2.23$14.8$24.0$23.9$0.05
2023Summary only. Only limited summary data is available for this year.$16.6$2.29$14.3$22.5$22.4$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.6$3.96$13.6$20.6$21.7$1.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$1.78$15.5$20.9$20.9$0.00
2020Summary only. Only limited summary data is available for this year.$17.5$1.91$15.6$21.0$19.8$1.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$1.70$14.5$24.5$23.0$1.47
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.6$3.73$12.8$25.3$23.9$1.46
2017Detailed filing. Detailed filing data is available for this year.$17.3$5.99$11.3$22.7$23.7$0.94
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.0$5.68$12.3$21.0$21.4$0.45
2015Detailed filing. Detailed filing data is available for this year.$17.6$4.80$12.8$16.0$17.4$1.44
2014Detailed filing. Detailed filing data is available for this year.$18.1$3.72$14.3$13.8$12.4$1.35
2013Summary only. Only limited summary data is available for this year.$16.4$3.32$13.1$13.7$11.4$2.29
2012Summary only. Only limited summary data is available for this year.$14.5$3.48$11.0$13.7$10.3$3.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$3.82$7.60$12.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.97$3.87$5.09$11.8
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